Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Oakhurst Short Duration Bond Fund · OHSDX | 11% | 0.60% | Fm Investments LLC |
| 2 | Government Income Fund · JHGIX, TCGIX, JGIFX, JTSRX | 9% | 0.60% | — |
| 3 | Invesco Intermediate Bond Factor Fund cheaper | 7% | 0.28% | — |
| 4 | Cromwell Balanced Fund · CSBNX, CSBIX | 3% | 1.10% | Cromwell Investment Advisors, LLC |
| 5 | BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 3% | — | — |
| 6 | BNY Mellon U.S. Mortgage Fund, Inc. · DRGMX, GPGAX, GPNCX, GPNYX, GPNIX | 3% | 0.55% | — |
| 7 | BNY Mellon Dynamic Total Return Fund · AVGAX, AVGCX, AVGRX, AVGYX | 3% | 1.15% | BNY Mellon Investment Adviser, Inc. |
| 8 | Parnassus Fixed Income Fund · PRFIX, PFPLX cheaper | 3% | 0.39% | Parnassus Investments, LLC |
| 9 | BlackRock Enhanced Government Fund, Inc. | 3% | — | — |
| 10 | Allspring Adjustable Rate Government Fund · ESAAX, ESACX, EKIZX, ESADX cheaper | 2% | 0.46% | — |
| 11 | Federated Hermes Short-Term Government Fund · FSGVX, FSGIX cheaper | 2% | 0.37% | Federated Advisory Services Company, Federated Investment Management Company |
| 12 | BNY Mellon Income Stock Fund · MPISX, MIISX, BMIYX, BMIAX, BMISX, BMIIX | 2% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 13 | BNY Mellon Intermediate Bond Fund · MPIBX, MIIDX | 2% | 0.60% | BNY Mellon Investment Adviser, Inc. |
| 14 | BNY Mellon Opportunistic Small Cap Fund · DSCVX, DSCYX, DOPIX | 1% | 0.78% | BNY Mellon Investment Adviser, Inc. |
| 15 | SA Multi-Managed Growth Portfolio | 1% | 1.08% | SunAmerica Asset Management, LLC |
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